Signatures and health declarations in context
Collect every form before the service
Digital forms should reach the right person at the right time and remain connected to the client and booking. This includes health, consent and signature workflows.
Collect information defined as necessary before treatment, with role-based access.
Present approved wording and record consent before service.
Connect the signing action to a document, client and relevant appointment.
01
Stop managing forms as disconnected files
A form without clear booking context forces staff to search and verify manually. A structured process shows what was sent, completed and still requires attention.
02
What this capability includes
Each part solves a different operating need while remaining connected to the same activity.
Health declarations
Collect information defined as necessary before treatment, with role-based access.
Consent forms
Present approved wording and record consent before service.
Digital signature
Connect the signing action to a document, client and relevant appointment.
Completion tracking
See what was sent, completed or remains open.
03
How forms fit the client journey
A clear sequence that shows the team what happened and what comes next.
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01
Define the requirement
Choose the form required for a service.
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02
Send it
Provide the approved completion path.
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03
Check completion
Let staff see whether information was received.
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04
Keep the context
Store the record according to permissions and retention rules.
04
Define these controls first
Not another list of data. The goal is to understand what needs action.
Approved wording
Who may access the information
When the form is sent
How long records are retained
05
Questions worth asking
These answers explain the operating approach. Final fit is confirmed after discovery.
Book a demoCan each service use a different form?
Forms can be assessed by service and business requirement.
Does digital signature replace legal advice?
No. The business remains responsible for approved wording and legal requirements.
Who can see health information?
Access should be restricted by role and configured during implementation.
Next step
See the workflow around your operation
The demo starts with your real working day and identifies the configuration and tools required.
Management software for hospitality, spas and clinics